Elwood & Goetz Wealth Advisory Group, LLC Vanguard Information Technolog Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q4 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 54,137 shares of VGT stock, worth $33.8 Million. This represents 8.24% of its overall portfolio holdings.

Number of Shares

54,137

Previous 53,444 1.3%

Holding current value

$33.8 Million

Previous $31.3 Million 7.39%

% of portfolio

8.24%

Previous 7.79%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$571.78 - $647.97 $396,243 - $449,043	693 Added 1.3%	54,137 $33.7 Million
Q3 2024 Oct 23, 2024	BUY	$514.43 - $606.85 $182,622 - $215,431	355 Added 0.67%	53,444 $31.3 Million
Q2 2024 Jul 30, 2024	SELL	$479.9 - $588.82 $156,447 - $191,955	-326 Reduced 0.61%	53,089 $30.6 Million
Q1 2024 Apr 22, 2024	SELL	$462.18 - $530.16 $314,744 - $361,038	-681 Reduced 1.26%	53,415 $28 Million
Q4 2023 Jan 18, 2024	SELL	$399.56 - $486.79 $1.48 Million - $1.8 Million	-3,697 Reduced 6.4%	54,096 $26.2 Million
Q3 2023 Oct 19, 2023	SELL	$409.4 - $459.58 $1.09 Million - $1.23 Million	-2,668 Reduced 4.41%	57,793 $24 Million
Q2 2023 Jul 28, 2023	SELL	$368.4 - $443.39 $1.01 Million - $1.22 Million	-2,742 Reduced 4.34%	60,461 $26.7 Million
Q1 2023 Apr 19, 2023	BUY	$311.14 - $385.47 $915,685 - $1.13 Million	2,943 Added 4.88%	63,203 $24.4 Million
Q4 2022 Jan 27, 2023	BUY	$300.84 - $349.17 $2.03 Million - $2.36 Million	6,758 Added 12.63%	60,260 $19.2 Million
Q3 2022 Oct 28, 2022	BUY	$307.37 - $391.03 $655,005 - $833,284	2,131 Added 4.15%	53,502 $16.4 Million
Q2 2022 Aug 11, 2022	SELL	$315.97 - $423.43 $1.01 Million - $1.35 Million	-3,191 Reduced 5.85%	51,371 $16.8 Million
Q1 2022 Apr 15, 2022	BUY	$366.81 - $462.0 $485,656 - $611,688	1,324 Added 2.49%	54,562 $22.7 Million
Q4 2021 Jan 14, 2022	BUY	$396.99 - $466.1 $382,698 - $449,320	964 Added 1.84%	53,238 $24.4 Million
Q3 2021 Oct 18, 2021	SELL	$397.41 - $429.35 $9.16 Million - $9.9 Million	-23,056 Reduced 30.61%	52,274 $21 Million
Q2 2021 Jul 15, 2021	BUY	$351.88 - $400.08 $957,113 - $1.09 Million	2,720 Added 3.75%	75,330 $30 Million
Q1 2021 Apr 15, 2021	BUY	$339.41 - $380.61 $999,901 - $1.12 Million	2,946 Added 4.23%	72,610 $26 Million
Q4 2020 Jan 22, 2021	BUY	$297.99 - $355.36 $590,318 - $703,968	1,981 Added 2.93%	69,664 $24.6 Million
Q3 2020 Oct 13, 2020	BUY	$279.37 - $338.36 $189,412 - $229,408	678 Added 1.01%	67,683 $21.1 Million
Q2 2020 Jul 13, 2020	BUY	$201.88 - $278.76 $1.65 Million - $2.27 Million	8,151 Added 13.85%	67,005 $18.7 Million
Q1 2020 Apr 30, 2020	BUY	$185.49 - $273.21 $10.9 Million - $16.1 Million	58,854 New	58,854 $12.5 Million

Others Institutions Holding VGT

# of Institutions

1,849

Shares Held

51.6M

Call Options Held

1.14M

Put Options Held

348K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Elwood & Goetz Wealth Advisory Group, LLC Vanguard Information Technolog Transaction History